百亿补贴频道

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淘宝今年618有点慌
Sou Hu Cai Jing· 2025-06-20 03:48
Core Insights - The 618 shopping festival this year saw 453 brands achieving over 100 million in sales, a 24% increase year-on-year, with beauty, apparel, home appliances, and digital products leading in transaction scale and growth [1] - Despite the impressive sales figures, the event faced significant criticism, being labeled as the "most chaotic" edition ever, with numerous operational issues reported by both users and merchants [2][4] Group 1: User Experience Issues - Many 88VIP members reported receiving lower discounts compared to non-members during the event, leading to complaints about "data killing familiarity" [6][12] - Users experienced difficulties with the "billion subsidy" channel, where they suspected counterfeit products and faced challenges in the return process due to third-party sellers [9][12] - The introduction of the "high refund rate crowd screening" feature has been criticized for infringing on consumer rights, as it may penalize legitimate users who frequently exercise their right to return [20] Group 2: Merchant Challenges - Merchants reported excessive service fees during the 618 event, with one merchant stating that a 184 yuan order incurred 26 different service fees, significantly impacting their profits [21][23] - Many merchants expressed frustration over the platform's focus on new user acquisition at the expense of existing members, leading to a decline in member satisfaction and loyalty [7][12] - The chaotic pricing and promotional strategies led to instances where merchants had to cancel orders or refund customers due to pricing errors, further damaging their reputation [15][18] Group 3: Industry Trends - The shift in consumer behavior towards content-driven e-commerce is evident, as traditional platforms struggle to maintain engagement during promotional events [25][26] - The ongoing challenges faced by e-commerce platforms highlight a need for adaptation to meet the evolving demands of consumers and merchants alike, emphasizing the importance of creating value for both parties [26]
拼多多发布Q1财报,加速推进“千亿扶持”新战略,先商家后平台扶持产业生态
经济观察报· 2025-05-28 11:55
5月27日,拼多多发布截至3月31日的2025年第一季度财 报。受外部环境变化影响,以及高质量发展的持续投入,拼多 多本季度营收957亿元,同比增长10%,增速有所放缓。 作者:李康 封图:图片资料室 5月27日,拼多多发布截至3月31日的2025年第一季度财报。受外部环境变化影响,以及高质量发展的持续投入,拼多多本季度营收957亿元,同比增 长10%,增速有所放缓。 今年以来,拼多多持续加码高质量发展战略,在 "百亿减免"等惠商举措的基础上,重磅推出了"千亿扶持"新战略,真金白银反哺供需两侧,继续为商 家降本减佣,加快推动产业新质转型,引领电商行业进入"全面惠商"的新阶段。 "过去这个季度,外部环境的变化给商家带来了新挑战。在这个关键时刻,我们发挥平台企业的社会效能和责任担当,推出了'千亿扶持'惠商新战略, 坚定护航商家穿越周期。"拼多多集团执行董事、联席CEO赵佳臻表示,我们要求公司上下力出一孔,全面投入这一新战略,优先保证用户和商家的利 益,努力为商家提供更多确定性,助推产业平稳转型。 " 今年初始,我们预见到商家群体 将会 进一步承压,同时也看到 了 高质量发展的长远价值,管理层下定决心 ,做出了 ' ...
拼多多(PDD.US)“钉钉子”背后:“千亿扶持”的惠商实践与坚守长期主义的内核
智通财经网· 2025-05-28 08:33
近些年来,长期主义逐渐成为商业和投资领域里一个颇为时髦的词汇,标榜和宣传企业的精神内核是长期主义似乎成为了一种新的风尚。然而,置于时间的 长河里,能以长期主义的觉悟和定力始终坚持同一件事绝非易事。尤其是在商业世界里,各种新潮的概念"乱花渐欲迷人眼"才是常态,能够五年、十年朝着 同一个目标坚定前行的企业恐怕寥寥无几。 就拿最近的例子来说,DeepSeek的爆火出圈,让AI赛道一下子变得拥挤不堪,一时间不论是传统行业里的前辈,还是互联网行业里的新贵,纷纷跨界过去 想要分一杯羹。 AI如此热闹,不过也有一些企业面对热点显得十分淡定,拼多多(PDD.US)便属于此列。就在刚刚过去的4月里,拼多多继"百亿减免"后,又火线推出 了"千亿扶持",大有将电商行业有史以来最大的惠商行动进行到底的气势。 更难得的是,结合拼多多日前披露的2025年第一季度财报来看,公司所主张的惠商并非是一句空喊的口号,而是实实在在真金白银的投入。数据显示,Q1 期间拼多多的销售费用大增至334亿元。哪怕是在短期业绩增速面临下滑的压力之下,拼多多仍义无反顾地开启"全面惠商"的新时代。在笔者看来,这其实 也与拼多多重视平台与产业生态的风格一脉相承。 ...
拼多多,盘前大跌!陈磊最新发声!
证券时报· 2025-05-27 13:14
对此,拼多多集团董事长、联席CEO陈磊表示:"这主要是源于拼多多加大了投入,今年以来,将'百亿减免'等措施升级为'千亿扶持'。" 在随后的电话会上,陈磊表示,今年一季度,外部环境给商家群体带来了更多的不确定性,为与商家共同应对新挑战,平台要敢于牺牲在前,拿出真金白银反哺商 家,才能助力商家度过短期波动。 财报发布后,拼多多美股盘前大跌,截至记者截稿时,拼多多盘前跌幅逾20%,股价跌破100美元/股。 盘前暴跌。 5月27日晚,拼多多(PDD)发布截至3月31日的2025年第一季度财报。报告期内,拼多多实现营收957亿元,同比增长10%,已连续多个季度营收增速放缓;归属于 普通股股东的净利润约为147亿元,同比下滑47%。 在反哺商家方面,去年下半年,拼多多在电商行业即率先推出"百亿减免""电商西进""新质供给"等一系列举措,助力千万商家提质增效。今年一季度,拼多多成 立"商家权益保护委员会"(以下简称"商保会"),由拼多多集团执行董事、联席CEO赵佳臻带队,统筹平台各部门,研究商家需求,持续优化商家的服务机制,完 善平台生态建设。 为与商家共同应对外部环境带来的新挑战,"商保会"4月初启动"千亿扶持"惠商新战 ...